Exceliances

Patrimonial and social advisory software for wealth-management professionals and business advisers

Lyon, FranceFounded 2020exceliances.frWebsite technologies

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Highlights

  • New on EvolcAdded 2026-11-03

About Exceliances

Exceliances develops Easy by Exceliances, software for managing wealth and social-engineering advisory work. It supports client information collection, situation analysis, recommendations and tailored report generation, with API integration and data export features.

The platform is designed for wealth advisers and other professionals, including accountants and lawyers, who advise clients on personal and business wealth, taxation, retirement and related topics. Exceliances was founded in 2020 and is headquartered in Lyon, France.

Product: Easy by Exceliances is software for collecting client information, analyzing wealth situations and preparing tailored advisory reports.

Jobs at Exceliances

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Website technologies

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Privacy & consent

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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.